MPS Loria Financial Planners’s Genworth Financial GNW Stock Holding History

MPS Loria Financial Planners’s Portfolio GNW Stock Details GNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$1K	–	297
2021 Q1	$1K	Hold	500	–	–	﹤0.01%	500
2020 Q4	$1K	Hold	500	–	–	﹤0.01%	539
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	296
2020 Q2	$1K	Buy	+500	New	+$1.57K	﹤0.01%	314
2017 Q3	–	Sell	-500	Closed	-$2K	–	188
2017 Q2	$2K	Buy	+500	New	+$1.9K	﹤0.01%	357

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MPS Loria Financial Planners's GNW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Genworth Financial (GNW) in Q2 2021, closing a stake of 500 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in GNW in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 252 funds tracked by Wall St. Rank hold GNW as of Q2 2021.

MPS Loria Financial Planners reported no remaining Genworth Financial position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 500 Genworth Financial shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Genworth Financial in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Genworth Financial position peaked at $2K in Q3 2020.
252 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.